Logan Marcus discusses common retirement rules of thumb and how they may need to be adjusted in today's economic landscape. She covers topics such as the 60-40 stock bond rule, the magic retirement age of 65, the rule of 72, the rule of 100, and the 4% rule.  She emphasizes the importance of personalized retirement planning and the need to adapt these rules to individual circumstances. 

You can reach Logan at 800-874-8380.

Alpha Omega Wealth

Logan Marcus discusses common retirement rules of thumb and how they may need to be adjusted in today's economic landscape. She covers topics such as the 60-40 stock bond rule, the magic retirement age of 65, the rule of 72, the rule of 100, and the 4% rule.  She emphasizes the importance of personalized retirement planning and the need to adapt these rules to individual circumstances. 
You can reach Logan at 800-874-8380.
<a href="https://alphaowealth.com">Alpha Omega Wealth</a>

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text (800) 874-8380

Logan Marcus delivers essential concepts you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call or text (800) 874-8380

Cover Your Assets

Retirement Rules of Thumb

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning. She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. Logan also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). The conversation concludes with an invitation for listeners to schedule a no-cost, no-obligation comprehensive review with Sun Valley Advisory.

Reach Logan at 800-874-8380.

Logan discusses the importance of seeking professional help when making decisions about Social Security and retirement planning. She emphasizes the need to have a financial professional review your accounts and ensure that your money is working for you. Logan also highlights the rules and exceptions to rules when it comes to Social Security, 401(k) contributions, and required minimum distributions (RMDs). The conversation concludes with an invitation for listeners to schedule a no-cost, no-obligation comprehensive review with Sun Valley Advisory.
Reach Logan at 800-874-8380.

Retirement Rules, Exceptions, and Exceptions to Exceptions

Logan Marcus, attorney, partner, and chief investment officer at Sun Valley Advisory, discusses the retirement crisis and the future of Social Security. She emphasizes the importance of creating multiple streams of income in retirement and not relying solely on Social Security. Logan also addresses the fear-mongering around Social Security and encourages individuals to plan for their unique situations. 

Reach Logan at 800-874-8380.

Logan Marcus, attorney, partner, and chief investment officer at Sun Valley Advisory, discusses the retirement crisis and the future of Social Security. She emphasizes the importance of creating multiple streams of income in retirement and not relying solely on Social Security. Logan also addresses the fear-mongering around Social Security and encourages individuals to plan for their unique situations. 
Reach Logan at 800-874-8380.

Retirement-Perception vs Reality

The conversation explores the concept of semi-retirement and working part-time in retirement. Logan discusses the benefits of phased retirement, including easing the emotional transition and allowing for a trial run of retirement. The importance of creating an income plan for retirement is emphasized, as well as the need to consider expenses and budgeting. The conversation also touches on the impact of required minimum distributions and Medicare premiums on retirement expenses. It concludes by highlighting the importance of long-term planning and the ability to grow one's nest egg in retirement.

Reach Logan and the team at 800-874-8380.

Alpha Omega Wealth

The conversation explores the concept of semi-retirement and working part-time in retirement. Logan discusses the benefits of phased retirement, including easing the emotional transition and allowing for a trial run of retirement. The importance of creating an income plan for retirement is emphasized, as well as the need to consider expenses and budgeting. The conversation also touches on the impact of required minimum distributions and Medicare premiums on retirement expenses. It concludes by highlighting the importance of long-term planning and the ability to grow one's nest egg in retirement.
Reach Logan and the team at 800-874-8380.
<a href="https://alphaowealth.com">Alpha Omega Wealth</a>

Retirement Rules of Thumb

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